BLUEJETHEALTHCARE / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Blue Jet Healthcare · Analyst questions, management answers, and the quality of the response where the ledger is available.

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WatchQ3-FY26 · 2026-01-15Back to quarter ↗

Questions audited

Answered directly

33%

Numeric claims

Consistency

contradicted

Question ledger

What was answered, and how?

Amland Das · JP Morgan

partial

When will destocking impact on pharma intermediate go away and outlook for FY27?

it might take a couple of quarters for this to get completely realigned. But if you would see that over the past 9 months also we have done significant volumes as far as our API uh vertical is concerned.

Amland Das · JP Morgan

partial

How many contrast media launches, revenue contribution, and market share?

In contrast media there were uh two needle movers for us. One is an advanced intermediate for the existing product... The second molecule is the NC intermediate which has done well for us in the past 12 months.

Amland Das · JP Morgan

direct

How many late-stage API PI molecules and when will they contribute?

The latest stage assets are about six and u um I think they'll start kicking in about 2 years from now.

Sanjay Chain · ICICI Securities

direct

What caused gross margin volatility? Inventory write-off details and product mix impact.

gross margin on a YTD basis is around 53% compared to 54% 55% last financial year... 1% impact is roughly on some certain inventory writeups which are old stock... balance 1% is basically a swing off because of product mix.

Sanjay Chain · ICICI Securities

evasive

Where are we in supply chain realignment for bamboo acid? Will it benefit us?

it's a little premature on our part to comment on it but all that I can say is that it'll work in our favor and it is not that supplies from blue jet are not going.

Sanjay Chain · ICICI Securities

partial

What gives confidence that FY27 will be better than FY26 in revenue growth and margins?

the two major lines that we had created one for the cardiovascular molecule and the other one was for the NC intermediate... both of them would be positively contributing for FI27 which is backed by some customer orders.

Shams Sat · MSA Capital Partners

evasive

What is the capex deployment schedule for FY27 given current volatility?

we've committed a capeex of thousand crores over the next 3 to four years and specific targets for FI27 we'll give you in the next quarter.

Shams Sat · MSA Capital Partners

declined

What revenue threshold is needed to get back to 30%+ EBITDA margin?

we cannot be uh unfortunately we cannot guide on those numbers now.

Nikopadhya · SIMPL

evasive

How do contracts get renegotiated when a new supplier enters? Risk of volume loss?

any new supplier entering has a regulatory pathway... we don't see those indicators at this point in time so we are still positive around this molecule.

Nikopadhya · SIMPL

partial

Are the FY27 volumes for the PI molecule backed by firm orders?

there are binding forecasts and there are confirmed purchase orders but at this point in time it's very difficult to give specifics around that.

Anish Burman · Varia

evasive

When will contrast media see material double-digit growth?

terms of providing an outlook would be would be difficult but I think when I was trying to say that there are we'll scale up around three molecules.

Sujit Lora · ICICI Lombard

evasive

What is the normalized quarterly revenue for pharma intermediate?

we normally don't like to give a guidance like this... just wait for a quarter and then the run rate that you will see from that run rate you can extrapolate.